USD High Yield Fund

About the USD High Yield Fund: This is our recently launched fund targeting high value clients with sticky USD investments that is benchmarked on one year holding period. The fund allows minimum investments of only $50,000 and similar multiples going forward. Its minimum holding period is 12 months. The fund is ideal for both high value individual clients as well as institutions that have USD investments and seek to actively manage their investments using a dedicted fund manager.

Investment philosophy: Invests in regulated Zambian US Dollar denominated money market securities.

What can you use this Fund for?

  • Ideal vehicle high value individual as well as institutional clients.
  • Suitable for investors seeking an actively managed investment portfolio manager.
  • Ideal for sticky medium to long term USD investments.

Fund Performance: April 2023 cumulative 12 month return is 4.9% and 24 months cumulative return is 11.9%.

Year Fund Launched: 2019 | Switching Option: No | Distribution of Income: No | Holding Period: 12 Months

Download: (i) Key Fact Sheets (ii) Account Opening Form (iii) Terms and Conditions

Risk Category

The fund is rated low risk and stable.

Consistency

The Fund has delivered returns to investors year in year out beating inflation as benchmark.

Investor Profiles

This fund targets both Retail as well as Corporate and SMEs.

Investment Philosophy

Invests in short-term money market instruments. The fund invests mainly in cash, deposits and other money-market instruments.

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